SalesPortal

SalesPortal

SalesPortal Improves Customer Perception with the Help of RingCentral

SalesPortal: A Partnership Marketing Network SalesPortal
provides a platform for companies to exchange potential leads for
products and businesses when consumers call a contact center. At the
end of a sales or service call, customers are presented with offers
from pre-approved relevant partners. By having these offers available
at the end of a call, a company can enhance their brand value and help
monetize calls. Based in Redwood City, California, SalesPortal is a
cloud-based company that has employees working remotely from other
areas of California, Texas, and a new office in India.

Challenge: Employees Using Personal Mobile Devices
Before SalesPortal began working with RingCentral, employees
supporting client accounts used their personal cell phones for work.
This created several issues: one, it was inconvenient; two, it blurred
lines regarding privacy issues; and three, it was a pricey option as
each cell phone contract cost hundreds of dollars per month. Plus,
whenever new employees began working at SalesPortal there were
significant delays in setting up the new hire with a cell phone, which
had to be ordered and then programmed. These issues caused operational
headaches for SalesPortal, which was expanding rapidly and had 30
percent of its employees working remotely – such challenges also made
the company appear less professional in its client relations.

Solution: A Complete Cloud-Based Business Phone
System In late 2012, SalesPortal made the transition to
RingCentral and installed an 800-number, 20 direct lines, and two fax
lines using RingCentral’s cloud solution. The move integrated
SalesPortal’s telephone system and enabled complete call management
through the RingCentral mobile app for smartphones and tablets or from
any PC – all with no IT involvement. The entire business was able to
make a seamless switch from using personal cell phones to RingCentral
within literally a few hours. In addition, SalesPortal has saved about
50 percent on monthly telephone fees by using RingCentral.

As it looks to the future, SalesPortal has begun to incorporate
a work-from-home policy, which RingCentral helps enable as employees
can stay in touch with clients no matter where they are located.
SalesPortal will continue to save on time by not having to wait for
cell phones to be delivered or contracts to be set up for new hires.
In addition the RingCentral mobile app is a convenient bonus for the
system as it further saves SalesPortal time by allowing employees to
do work during lunch or their commute.

Result: Keeps
Employees Connected No Matter Where They Are“All of
our employees, whether they use iPhone or Android, have the
RingCentral mobile app. It’s great how it keeps our communications
centralized, and makes it easy for our managers to log performance,
whether or not they are in the office. Employees who work remotely
like that they feel a part of our team even if they are not
physically here,” said Lee Lucca, VP Finance and
Administration.

Ms. Lucca continued, “The onboarding
process is seamless. Either my assistant or I can make changes to
call rules in real time through RingCentral’s online website, and we
are able to talk with someone whenever we need help. RingCentral’s
support is very responsive and it helps us deliver professional
service. Even though we are a start-up, RingCentral has given us all
the telephone capabilities of a much larger company.”

Company profile

SalesPortal is a partnership marketing network that offers a cloud-based platform to help businesses enhance their customer engagement and acquisition strategies through call center cross-sell programs with a broad set of partners.

“All of our employees, whether they use iPhone or Android, have the
RingCentral mobile app. It’s great how it keeps our communications
centralized, and makes it easy for our managers to log performance,
whether or not they are in the office. Employees who work remotely
like that they feel a part of our team even if they are not physically
here,” - Lee Lucca, VP Finance and Administration.